Screener
FORH vs BELT
Formidable ETF vs iShares U.S. Select Equity Active ETF
Key differences
- BELT costs 0.44% less per year.
- FORH is classified as alternative, while BELT is equity — different risk/return profiles.
- FORH follows a option income strategy; BELT uses index enhanced.
Side-by-side comparison
| FORH | BELT | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.75% |
| Fund size (AUM) | $20M | $9M |
| Since | 2021 | 2024 |
| Dividend yield | 1.73% | 0.00% |
| Asset class | alternative | equity |
| Region | — | north america |
| Strategy | option income | index enhanced |
| CAGR 1Y | +13.1% | +28.9% |
| CAGR 3Y | +3.7% | N/A |
| CAGR 5Y | +1.7% | N/A |
| Sharpe 3Y | 0.08 | N/A |
| Volatility 1Y | 15.66% | 17.21% |
| Max drawdown | -20.73% | -23.05% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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